EliteAdvisorLive
Some things you have to learn live.
EliteAdvisorLive is where the Elite model stops being an idea and starts being something you can do. Two days in the room, working the three focus areas with the people who built them, alongside advisors who refuse to settle. Come to us, or have us come to you.
- Next Event: April 5 - 6, 2027
Two Ways In
Come To Us
Join Sten and a room full of advisors for two days inside the Elite model. Learn how to prospect with value, run a whiteboard conversation that lands, and build financial plans clients act on. Built for individual advisors and small firms ready to level up together.
Upcoming Dates
April 5-6, 2027 · Franklin, TN · Seats capped at 30
More dates coming soon
We Come To You
Bring the Elite model into your building. We teach the system live and in person, tailored to your advisors and the way they actually work. One room, one standard, your whole team leveling up at once.
Tailored to your team and how they work
Two days. Three focus areas.
1. Prospecting
Learn how to lead with ideas people actually want to hear, and practice it live until it sounds like you. You leave with prospecting strategies you can put to work the day you get home.
2. Communication
Get on your feet at the whiteboard and work through real cases in front of the room. You leave able to make people see what you see, in a way no video can teach you.
3. Building Financial Plans
Build a plan the Elite way and deliver it out loud, with a room full of advisors telling you where it lost them. You leave with a repeatable process and a plan people act on instead of file away.
What Advisors say about EliteAdvisorLive
Documented practice changes from members who implemented the model, presented as practices rather than promises.
Our Model
We don’t accept average. We reject it.
Sten Morgan built the Elite Model in his own practice after realizing the industry had trained him to be the middleman. See where it came from and why it works.
Reject the
Average Path
Why average is a choice, and what it costs.
Your Time and
Ideas Have Value
Stop giving away your best thinking for free.
The Power of
the Whiteboard
Make clients feel it, not just hear it.
Value First
Prospecting
Lead with value
and attract the right clients.
Be a Master
Communicator
Move people
from confused to convinced.
Get in the room.
Come to Nashville, or have us come to you. Either way, you leave with the model in your hands, not just in your notes.
